O'Rourke Financial offers financial planning to help clients evaluate their current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, and tax strategies. They also provide portfolio management services through Charles Schwab, assisting clients in selecting an appropriate asset allocation model. O'Rourke Financial primarily uses passive investment management strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by O'Rourke Financial and the client. Fees may be negotiable in certain circumstances. O’Rourke Financial employees and their family related accounts are not charged a fee for our services.